See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator; Recordkeeping... | $7,556 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION PLANNING CONSULTANTS,INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 871104150 | Contract Administrator | $6,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,601 | $58,879+8.0% | $178,490-64.4% | $73,488-13.5% |
| Participation rate | 45.7% | 66.2%-20.6pp | 81.9%-36.3pp | 70.7%-25.0pp |
| Annual return | 21.12% | 24.86%-3.7pp | 151.07%-130.0pp | 28.51%-7.4pp |
| Employer contribution / active EE | $2,147 | $2,236-4.0% | $5,011-57.1% | $2,270-5.4% |
| Participant deferral / active EE | $4,000 | $2,567+55.8% | $5,202-23.1% | $3,740+7.0% |
| Admin fee / account holder | $51 | $400-87.2% | $13,984-99.6% | $513-90.0% |